Serving Clients Nationwide

About Us

About Us at
Oak Wealth Advisors, LLC

Oak Wealth Advisors Mike Walther Biography Photo
Mike Walther
Founder & President

Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.

    Oak Wealth Advisors Ryan McGuire Biography Photo
    Ryan McGuire
    Senior Consultant & Director of Innovation

    Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.

      Oak Wealth Advisors Randi Gillespie Biography Photo
      Randi Gillespie
      Director of Special Needs Services

      Randi, as someone who navigates the complexities of the special needs world on behalf of her family, hopes to simplify the complex for other families with loved ones with special needs.   email

        Oak Wealth Advisors Bryce Andersen Biography Photo
        Bryce Andersen
        Senior Consultant & Director of Growth

        Bryce focuses on his clients’ health, wealth, time and resources in assisting them in living their best possible lives.

          Oak Wealth Advisors Neil Mahoney Biography Photo
          Neil Mahoney
          Senior Consultant & Director of Integration

          Neil utilizes his personal experiences navigating the disability community when working with families to optimize their opportunities.

            Oak Wealth Advisors Tony Schneider Biography Photo
            Tony Schneider
            Associate Consultant

            Tony provides client service and a first-hand perspective on navigating the special needs community. His goal is to make the challenging journey that families face, more enjoyable with his diligence and humor.

              From the day we began our firm,
              we have operated as a fiduciary firm.
              View our Fiduciary Manifesto.

              Video: Why Do the Employees of Oak Wealth Advisors Love the Work That We Do

              Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.

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              Oak Wealth Advisorsis a growing firm…

              If you would like to be considered for employment, please contact us at info@oakwealth.com